Customer Success Manager

At Jump, Customer Success is about driving measurable value for our customers—leading to adoption, retention, and expansion. You’ll partner with Sales, Product, and Engineering to remove roadblocks, influence product direction, and uncover expansion opportunities. As we scale, you’ll play a key role in defining best practices and shaping the future of Customer Success at Jump. You will own and grow a portfolio of enterprise RIA and BD customers, ensuring adoption, retention, and expansion. You will lead pilots and onboarding to ensure seamless implementation, early engagement, and position Jump as a mission-critical tool in the advisor workflow. You will also develop and execute customer success plans, including Quarterly Business Reviews (QBRs) and strategic check-ins.